When I was a junior accountant eons ago, my boss would always give me the cash to reconcile or audit, the minutes to “abstract,” and the internal control questionnaire to go over with the controller or bookkeeper.

Never assume that the client understands or knows what you are talking about.

Hold a meeting with everyone in your firm and discuss what occurred.

Tax season ends tomorrow, and hopefully you will take off April 18, so you’ll be ready to start the rest of the year on Thursday. How will you manage this?

I’ve always loved tax season. While some of the work can be grueling and even a relief when it ends, I always miss it afterwards.

What is the right stuff to become a partner?

Ruben Cardona is one of the best accountants I know. One day Ruben came up with his A.U.D.I.T acronym for the five steps of the audit process.

The following is some of the advice I give when I train or mentor a new tax specialist:

At some point in my practice I had to ask a staff person if he would want to specialize in taxes. The first time occurred over 35 years ago when my main tax reviewer left for a position with another firm where he would be “more important than just a tax reviewer.”

If you don’t want to drop difficult clientele, try giving them priority care so they won’t pester you so much.